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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,129 | $138,114+73.1% | $125,391+90.7% | $134,545+77.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.82% | 750.88%-755.7pp | 572.41%-577.2pp | 418.37%-423.2pp |
| Employer contribution / active EE | $6,744 | $5,246+28.6% | $4,816+40.0% | $4,742+42.2% |
| Participant deferral / active EE | $17,880 | $7,801+129.2% | $7,448+140.1% | $6,401+179.3% |
| Admin fee / account holder | $64,488 | $11,570+457.4% | $10,009+544.3% | $11,431+464.2% |